Terms & Conditions in Console Settings

Merchants have the ability to create, customize, and manage Terms & Conditions for various use cases. This feature simplifies the process of applying Terms & Conditions to Purchase Orders (POs) and other documents, ensuring compliance and consistency.

Navigate to Settings → Terms & Conditions in the Console.

Here, you can create and manage Terms & Conditions categorized by specific types.

Currently, you can create Terms & Conditions for Purchase Orders (POs).

Creating Terms & Conditions

To create Terms and Conditions, follow these steps:

1. Enter a Name: Provide a name for the Terms and Conditions.
2. Select a Type: Choose a type from the available options, such as PO.
3. Enter Terms and Conditions: Under the selected type (e.g., PO), enter and tailor the Terms and Conditions to meet your requirements.
4. Save Changes: Save the Terms and Conditions to ensure they are available for selection during PO creation.

This ensures your customized Terms and Conditions can be seamlessly applied to POs as needed.

PO Terms: Applying Terms & Conditions to Purchase Orders 

1. When creating a PO, you will see a dropdown menu labeled PO Terms.
2. This dropdown lists all the Terms & Conditions saved under the PO type.
3. Select the appropriate Terms & Conditions for the PO.
4. Upon selection, the chosen Terms & Conditions will be automatically included in the PO PDF.

The selected Terms & Conditions will automatically be included on the printed PO receipt, ensuring clear communication of policies.

Terms & Conditions will appear continuously after the main PO content on the same document, instead of starting on a new page.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

See more